Shelton Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Shelton Capital Management’s Portfolio MUFG Stock Details MUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,050	Closed	-$56K	–	858
2019 Q3	$56K	Hold	11,050	–	–	﹤0.01%	816
2019 Q2	$52K	Buy	11,050 +10,995	+19,991%	+$52.8K	﹤0.01%	831
2019 Q1	$11.1K	Sell	55 -10,995	-100%	-$57.2K	0.04%	368
2018 Q4	$54K	Hold	11,050	–	–	﹤0.01%	774
2018 Q3	$68K	Hold	11,050	–	–	﹤0.01%	911
2018 Q2	$62K	Hold	11,050	–	–	﹤0.01%	855
2018 Q1	$73K	Sell	11,050 -104,224	-90%	-$759K	﹤0.01%	834
2017 Q4	$838K	Sell	115,274 -5,595	-5%	-$38.1K	0.05%	262
2017 Q3	$778K	Sell	120,869 -59,416	-33%	-$375K	0.05%	269
2017 Q2	$1.22M	Buy	180,285 +6,036	+3%	+$38.4K	0.09%	203
2017 Q1	$1.1M	Sell	174,249 -13,944	-7%	-$91.2K	0.08%	213
2016 Q4	$1.16M	Buy	+188,193	New	+$1.07M	0.09%	216

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Shelton Capital Management's MUFG Position: Q4 2019 in Review

Shelton Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2019, closing a stake of 11,050 shares — an estimated $56K sold.

Shelton Capital Management first reported a position in MUFG in Q4 2016 and held it in 12 quarters. The position peaked at $1.22M in Q2 2017. 197 funds tracked by Wall St. Rank hold MUFG as of Q4 2019.

Shelton Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q4 2019 after selling out during the quarter.
Shelton Capital Management sold 11,050 Mitsubishi UFJ Financial shares in Q4 2019, an estimated $56K.
Shelton Capital Management first reported a position in Mitsubishi UFJ Financial in Q4 2016 and held it in 12 quarters.
Shelton Capital Management's Mitsubishi UFJ Financial position peaked at $1.22M in Q2 2017.
197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2019.

Based on Shelton Capital Management's 13F filing for Q4 2019, filed 11 Feb 2020.